Copying a Document Record

Documents can be copied into a new document record to expedite the document creation process for documents that have similar properties.

1. From the Document record, click Action > Copy.
2. Enter the revision of the source document, if applicable.
3. Click the Save button.
   Result: The new Document record is displayed.

See Also

Editing a Document

Deleting a Document

Changing the Document Owner

Changing the Document Role

Creating a New Revision of a Document

Synching the Secondary Format

Changing the Secondary Format Preference

Automatically Expiring a Document

Tracking Content and Profile Viewing History for a Document

Showing Document Access Warnings

Enabling Work Group Access for a Document Record

Document End User Steps

Document Tree Actions